How to create one's own mock-upchecklist ?

Let's have a look at a use case based on a genuine document (the document used here is an examination certificate)

1. Write a compliant scenario (OK)

2. List the business compliance items

3. List the key points in the source document that will be included in the mock-up checklist and that need to be checked (name, subject, grade, examination date, date of birth, signatures).

Let's get into the details

Compliant scenario

• The Lycée les Catalins's Headmaster checks Mrs M. MAQUET's examination certificate
• He drops the pdf file in the paxpar.tech dropzone
• the checklist tells him that M. MAQUET has passed her mathematics exam

Two steps in creating a checklist: the title and then the checkpoints.

In "title": name the business compliance

• Examination Certificate Compliance

Checkpoints: List of key points

They will be indicated as "children" of the title.

• Organisation (or school)
• Learner
• Examination
• Signature

Each item is then itself detailed into several children, and even into children's children.

Let's get into the details

Intended compliance checklist

Here is what the intended compliance checklist looks like:

Procedure

Here are the different steps

1. Create a minimal .yaml file with the checklist's name and content descrption

   name: Creating a mock-up examination certificate checklist
   desc: How to creat a customised checklist based on an examination certificate
   

2. Fill in the optional lines below

   # yaml-language-server: $schema=https://paxpar.gitlab.io/schemas/checklist-2.0.schema.json
   $schema: https://paxpar.tech/schema/mycheck/default/0
   name: Creating a mock-up examination certificate checklist
   desc: How to creat a customised checklist based on an examination certificate
   image: https://media.paxpar.tech/
   filter2:
     - metadata:
         $schema: https://paxpar.tech/schema/common.tutorial_demo_attest_exam.craftforms.attest_exam.base.craftform/1
   tags:
     - demo
     - maquette
   

3. Fill in the business compliance (to be written in the title line)

   steps:
     - id: conformite
       title: Examination certificate compliance
       icon: mdi-book-open-variant
       status: OK
   

4. Work on the first key point you've listed Organisation (or school). Set the children step and its attribute name

     - id: conformite
       title: Examination certificate compliance
       icon: mdi-book-open-variant
       status: OK
       children:
       - id: orga
         name: "Organisation : les Catalins"
         icon: mdi-home
         status: OK
   

5. List all the fields corresponding to the Organisation (or shool) in the genuine document:
   • address
   • phone number
6. Constituer la checklist comme ci-dessous en mettant chaque champs listé en enfants children:

     - id: conformite
       title: Examination certificate compliance
       icon: mdi-book-open-variant
       status: OK
       children:
      - id: orga
         name: "Organisation : les Catalins"
         icon: mdi-home
         status: OK
         children:
         - id: adresse
           name: "Address : 24 Av. des Catalins, 26200 Montélimar"
           icon: mdi-home-circle
           status: OK
         - id: tel
           name: "Phone : 0475007676"
           icon: mdi-phone
           status: OK
   

7. Do the same for all the checkpoints if there are more than one.
8. Once you get to the second key checkpoint : Learner. You will have to set it up at the same level as "id: orga"
   The first checkpoint regarding the learner is to check that he/she is effectively enrolled at Lycée les Carlins

     - id: apprenant
       name: Learner
       icon: mdi-account
       status: OK
       children:
       - id: nom
         name: "Name : "M MAQUET" registered at Lycée les Catalins" 
         icon: mdi-account
         status: OK               
       - id: adresse
         name: "Address : 41 avenue Diderot 07400 Le Teil"
         icon: mdi-home-circle
         status: OK
   

9. For the 3rd checkpoint : Examination. You will have to set it up at the same level as "- id: orga" and "- id: apprenant"

• minimum score required to pass the exam
  • the score must be greater than or equal to 12 out of 20
• Additional information to be indicated in the mock-up checklist

    - id: exam
      name: Examination
      icon: mdi-file-document
      status: OK
      children:
      - id: matiere
        name: Mathematics
        icon: mdi-math-compass
        status: OK                
      - id: date
        name: "examination date : 2024-06-21"
        icon: mdi-update
        status: OK
      - id: note
        name: "Score : 16/20. learner passed exam, the score being >= to 12"
        icon: mdi-calculator
        status: OK